Here’s The Deal: Weaver Consulting Group is a family-owned Financial consultant in Huntington Beach, California. Jason M. Weaver is the managing director and financial advisor of the firm. He completed his Bachelor's Degree in History at the University of California, San Diego, with an emphasis on Law and society. He holds a Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), and Chartered Mutual Fund Consultant (CMFC). At Weaver Consulting Group, the team know you work hard and deserve the life you want. Their team has 20 years of experience creating customized solutions for every retirement dream. They individualize every relationship to create a community of confident, informed, and inspired retirees. They serve hard-working individuals and their families who are planning or transitioning from work to retirement. As an independent firm, they specialize in transitioning from wealth accumulation to capital preservation and retirement income replacement. Contact them to schedule a consultation.
3 Best Financial Services in Huntington Beach, CA
Expert recommended Top 3 Financial Services in Huntington Beach, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 WEAVER CONSULTING GROUP REVIEWS
5 stars for the Weaver Consulting group. I am a complete novice when it comes to investing, retirement planning, 401k everything. My husband and I recently purchased our first home and had our first child. We were overwhelmed with money management, protecting our assets, and preparing for the future. The overwhelmed feeling quickly went away when I met with Jessica and Hunter. They are so friendly, personable, and kind. They sat me down and organized my finances in a system that allowed me to see everything on one screen. They helped me setup my 401k, 529, life insurance, and reviewed investments with me. They broke everything down in simple terms and really took time to make sure I understood everything we were working on. I felt like their family that they were trying to protect and that really doesn’t happen often if at all in business especially the financial industry. Really loved my experience here and thankful I found them to help my family! 5/5 would recommend to work with them.
If you are looking for a financial advisor, I highly recommend Weaver Consulting Group. They do a terrific job. Our representative, Travis Weaver, is available for us whenever we have questions and he takes time to explain everything in detail. They stay on top of market changes and adjust/advise accordingly. They also provide market updates with monthly videos and conference calls.
My family has been receiving financial guidance and support from Andrew and Weaver Consulting for almost a year now, and we really appreciate the attention to detail, and the consistent check-ins. Andrew has done a great job creating a plan for us and helping us stick to it. We look forward to working with Weaver Consulting for a long time.
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![PHIL GIRONDA - EDWARD JONES Huntington Beach Financial Services PHIL GIRONDA - EDWARD JONES Huntington Beach Financial Services](https://threebestrated.com/images/PHILGIRONDAEDWARDJONES-HuntingtonBeach-CA.jpeg)
Here’s The Deal: Phil Gironda is one of the leading financial advisors at Edward Jones in Huntington Beach, California. Twenty years ago, he started assisting clients in achieving their financial goals. His process begins by listening to his clients' wants before proposing a financial strategy. He encourages input from his clients' attorneys, CPAs, and other professionals. The service within his branch office is confidential and tailored to his client's goals. He completed his finance degree at Loyola Marymount University and the USAF Reserve Officer Training Program. Edward Jones will work on your financial goals and deserve a face-to-face conversation. They can assist you in preparing for retirement, saving for education and being a tax-smart investor.
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TOP 3 PHIL GIRONDA - EDWARD JONES REVIEWS
I've been with Phil for over a decade, and in all aspects, he's been a stellar financial advisor and my go-to for all questions related to the market and investing. Unlike many advisors who try to convince you to just leave your money with them and trust that they'll do the right thing, Phil's approach to the client/advisor relationship requires you to be a well informed and savvy PARTNER in growing your wealth. Not only does he proactively communicate with you to keep you informed about the market & your portfolio, but behind the scenes he's constantly researching and thinking of ways to keep you on the right trajectory, no matter how much (or little!) you can afford to invest. So don't worry about "how much" you have. The most important thing you can do is start NOW.
A friend recommended Phil Gironda to me and I am so grateful to her! Before I even signed on with him he gave me a tutorial on investment and spent 2hrs. explaining my investment possibilities so that I would understand what I was doing. I was blown away! Thank you Phil for all your help. I highly recommend him to anyone who is looking for a good and trustworthy financial advisor.
Phil has been helping me for over a decade and he has been fantastic at offering various financial strategies that work for my portfolio. Carmen is top-notch at always supporting my financial needs and requests. I highly recommend Phil and Carmen.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![James Hendries Wealth Management Huntington Beach Financial Services James Hendries Wealth Management Huntington Beach Financial Services](https://threebestrated.com/images/JamesHendriesWealthManagement-HuntingtonBeach-CA.jpeg)
Here’s The Deal: James Hendries Wealth Management is an independent Financial planner in Huntington Beach, California. He creates professional, customized financial plans to help clients build, preserve, and transfer their wealth. He is committed to building Hendries Wealth Management to simplify and organize his clients' financial lives. Hendries Wealth Management team offers a helping hand in simplifying the financial world. Whether planning, investing, or facing life transitions, they're here for you every step, providing the support you need for a smoother financial journey. Their team is dedicated to simplifying financial concepts and providing guidance tailored to your needs. From tailored investment strategies and comprehensive wealth management to professional financial advice, they strive to bring all the essential elements together to empower your financial success.
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TOP 3 JAMES HENDRIES WEALTH MANAGEMENT REVIEWS
I have worked with James Hendries for more than 20 years and have appreciated his depth of knowledge and excellent customer service. His assistant Sandra is also very helpful any time we call. I would recommend James Hendries to anyone looking for assistance with financial planning.
Clark B. My wife and I met Jim Hendries about 6 years ago when were getting ready to retire. We needed some advice on 401k and life insurance. Jim responded to us very quickly and is very knowledgeable. We highly recommend him.
I have worked Jim for over 11 years, and he has helped me greatly with my retirement planning. In addition to helping me make more money, we also have very funny chats. I really like Jim.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.